WallStSmart

LyondellBasell Industries NV (LYB)vsPPG Industries Inc (PPG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

LyondellBasell Industries NV generates 90% more annual revenue ($30.15B vs $15.88B). PPG leads profitability with a 9.9% profit margin vs -2.5%. PPG appears more attractively valued with a PEG of 1.26. PPG earns a higher WallStSmart Score of 61/100 (C+).

LYB

Hold

42

out of 100

Grade: D

Growth: 2.0Profit: 2.5Value: 6.7Quality: 5.0

PPG

Buy

61

out of 100

Grade: C+

Growth: 6.0Profit: 6.5Value: 7.3Quality: 5.5
Piotroski: 5/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for LYB.

PPGSignificantly Overvalued (-182.2%)

Margin of Safety

-182.2%

Fair Value

$46.44

Current Price

$97.22

$50.78 premium

UndervaluedFair: $46.44Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LYB1 strengths · Avg: 8.0/10
Price/BookValuation
2.3x8/10

Reasonable price relative to book value

PPG3 strengths · Avg: 8.3/10
Return on EquityProfitability
21.1%9/10

Every $100 of equity generates 21 in profit

P/E RatioValuation
14.2x8/10

Attractively priced relative to earnings

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Areas to Watch

LYB4 concerns · Avg: 1.8/10
Return on EquityProfitability
-7.0%2/10

ROE of -7.0% — below average capital efficiency

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

EPS GrowthGrowth
-87.7%2/10

Earnings declined 87.7%

Profit MarginProfitability
-2.5%1/10

Currently unprofitable

PPG1 concerns · Avg: 2.0/10
EPS GrowthGrowth
-10.0%2/10

Earnings declined 10.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : LYB

The strongest argument for LYB centers on Price/Book. PEG of 1.49 suggests the stock is reasonably priced for its growth.

Bull Case : PPG

The strongest argument for PPG centers on Return on Equity, P/E Ratio, Price/Book. PEG of 1.26 suggests the stock is reasonably priced for its growth.

Bear Case : LYB

The primary concerns for LYB are Return on Equity, Revenue Growth, EPS Growth.

Bear Case : PPG

The primary concerns for PPG are EPS Growth.

Key Dynamics to Monitor

LYB profiles as a turnaround stock while PPG is a value play — different risk/reward profiles.

PPG carries more volatility with a beta of 1.12 — expect wider price swings.

PPG is growing revenue faster at 5.0% — sustainability is the question.

PPG generates stronger free cash flow (586M), providing more financial flexibility.

Bottom Line

PPG scores higher overall (61/100 vs 42/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

LyondellBasell Industries NV

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

LyondellBasell Industries N.V. (NYSE: LYB) is a Dutch-domiciled multinational chemical company with American and British roots, incorporated in the Netherlands, with U.S. operations headquarters in Houston, Texas, and offices in London, UK. The company is the largest licensor of polyethylene and polypropylene technologies. It also produces ethylene, propylene, polyolefins, and oxyfuels.

PPG Industries Inc

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.

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